See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,237 | $105,181-25.6% | $159,436-50.9% | $85,850-8.9% |
| Participation rate | 90.1% | 75.8%+14.3pp | 82.8%+7.3pp | 69.3%+20.8pp |
| Annual return | 12.75% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,596 | $3,318-21.8% | $4,829-46.3% | $2,565+1.2% |
| Participant deferral / active EE | $7,036 | $5,945+18.4% | $7,352-4.3% | $3,952+78.1% |
| Admin fee / account holder | $5,164 | $6,933-25.5% | $10,799-52.2% | $6,260-17.5% |